Wealthmanagement Email Newsletter: RBC Attracts $640M New Jersey Team from Merrill Lynch (July 12, 2024)


	JULY 12, 2024

INDUSTRY


	RBC Attracts $640M New Jersey Team from Merrill Lynch

The Callot Wealth Management Group is led by David Callot, a Paramus, N.J.-based advisor who spent more than 30 years with the wirehouse before moving to RBC.

INDUSTRY


	Cetera Snags $325M Father-Daughter Team from Commonwealth

The team, led by father and daughter Bruce Glenn and Kristina Strickland, joins Summit Financial Networks.

WMIQ RESEARCH REPORT

Exploring the Dynamics of Financial Service Partnerships

In partnership with United Planners Financial Services

Better advisor relationships depend on strong service, technology support and a collaborative culture.

Download Now >

RIA NEWS


	Prime Capital, Pensionmark Rebrand

Effective immediately, Prime Capital Investment Advisors will become Prime Capital Financial, while Pensionmark rebrands to World Investment Advisors, a nod to its parent company.

TECHNOLOGY


	Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

CONNECT WITH US

EVENTS

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Advertise | Privacy Policy

This email was sent

July 12, 2024 7:01pm
Country:

United States
Tags
Investing Finance Financial Advisers Consulting & Professional Services Publishing B2C B2B

RBC Attracts $640M New Jersey Team from Merrill Lynch

Advertisement

This email was sent

Country:

Tags